Carson Wealth (CWM LLC)
BBNX

Carson Wealth (CWM LLC)’s Beta Bionics BBNX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBNX Stock Details BBNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.3K Buy
5,514
+2,084
+61% +$30.8K ﹤0.01% 3740
2025
Q4 		$105K Buy
3,430
+23
+0.7% +$614 ﹤0.01% 3028
2025
Q3 		$68K Sell
3,407
-604
-15% -$10.6K ﹤0.01% 3280
2025
Q2 		$58K Buy
+4,011
New +$56.8K ﹤0.01% 3163

Other funds holding BBNX

EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s BBNX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Beta Bionics (BBNX) stake by 61% in Q1 2026, buying an estimated $30.8K and bringing the position to 5,514 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

Carson Wealth (CWM LLC) first reported a position in BBNX in Q2 2025 and has held it in 4 quarters since. The position peaked at $105K in Q4 2025. 130 funds tracked by Wall St. Rank hold BBNX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,514 shares of Beta Bionics worth $55.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,084 Beta Bionics shares in Q1 2026, an estimated $30.8K.
  • Beta Bionics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3740 holding.
  • Carson Wealth (CWM LLC) first reported a position in Beta Bionics in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Beta Bionics position peaked at $105K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Beta Bionics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.